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IFA Administrator

2 months ago

UK, UK, United Kingdom Medlock Partners Full time

IFA Administrator, Leicestershire based

Hybrid working

Salary up to £26,000 (Experience dependant)

Death in Service

Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym


Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring IFA Administrator to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners.


Responsibilities:

  • Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
  • Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the company at all times.
  • Keep up to date with all relevant product, legislative and technical changes, as required.
  • Ensure all dealings with clients are carried out in a professional and courteous manner.
  • Follow appropriate ethical standards within the company at all times
  • LOA administration and processes.
  • Process new business application.
  • Making appointment packs.
  • Valuations.
  • Letter writing.
  • Telephoning providers.
  • General administrative duties when required.

Ideal skills and experience:


  • Someone who has worked in a financial services organisation who understands regulations/compliance.
  • A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., our back-office system (Iress Adviser Office).
  • Excellent customer facing interactions, good administration skills/phone manner and IT skills
  • Well-presented.
  • Self-motivated and organised, with a good work ethic.
  • Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.
  • Able to stay focused on tasks, despite distractions and interruptions.
  • Be an integral part of the team – a good communicator, willing to input new ideas and suggestions to improve process.


To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma. Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.